Sai Kiran Vella
86 lines
2.9 KiB
TypeScript
86 lines
2.9 KiB
TypeScript
/**
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* bin/finance.ts — Personal Finance CLI
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*/
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import 'dotenv/config';
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import { readFileSync, existsSync } from 'fs';
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import { SimpleFINClient, saveAccessUrlToEnv } from '../server/finance/clients/SimpleFINClient.js';
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import { PersonalFinanceAnalyzer } from '../server/finance/PersonalFinanceAnalyzer.js';
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import { PortfolioAdvisor } from '../server/finance/PortfolioAdvisor.js';
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import { ScreenerEngine } from '../server/screener/ScreenerEngine.js';
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import { FinanceReporter } from '../server/reporters/FinanceReporter.js';
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import type { PortfolioHolding } from '../server/types.js';
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const PORTFOLIO_PATH = './portfolio.json';
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async function main(): Promise<void> {
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if (!existsSync(PORTFOLIO_PATH))
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throw new Error('portfolio.json not found — edit it with your holdings and re-run.');
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const { holdings } = JSON.parse(readFileSync(PORTFOLIO_PATH, 'utf8')) as {
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holdings: PortfolioHolding[];
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};
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const byType = holdings.reduce<Record<string, number>>((acc, h) => {
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const t = h.type ?? 'stock';
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acc[t] = (acc[t] ?? 0) + 1;
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return acc;
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}, {});
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console.log(
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`📋 Portfolio: ${holdings.length} positions — ${Object.entries(byType)
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.map(([t, n]) => `${n} ${t}`)
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.join(', ')}\n`,
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);
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// ── SimpleFIN accounts (optional)
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let personalFinance = null;
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if (process.env.SIMPLEFIN_ACCESS_URL || process.env.SIMPLEFIN_SETUP_TOKEN) {
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try {
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process.stdout.write('💰 Fetching SimpleFIN accounts...');
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const client = new SimpleFINClient({ onAccessUrlClaimed: saveAccessUrlToEnv });
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await client.init();
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const { accounts } = await client.getAccounts();
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personalFinance = new PersonalFinanceAnalyzer().analyse(accounts);
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process.stdout.write(` ${accounts.length} accounts loaded\n`);
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} catch (err) {
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process.stdout.write(` skipped — ${(err as Error).message}\n`);
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}
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} else {
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console.log('ℹ Add SIMPLEFIN_SETUP_TOKEN to .env for account balances & spending data\n');
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}
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// ── Screen stocks & ETFs
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const screenableTickers = holdings
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.filter((h) => (h.type ?? 'stock') !== 'crypto')
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.map((h) => h.ticker.toUpperCase());
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let results = {
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STOCK: [] as any[],
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ETF: [] as any[],
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BOND: [] as any[],
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ERROR: [] as any[],
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marketContext: {} as any,
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};
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if (screenableTickers.length > 0) {
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process.stdout.write(`📊 Screening ${screenableTickers.length} stock/ETF positions...`);
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results = (await new ScreenerEngine().screenTickers(screenableTickers)) as any;
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process.stdout.write(' done\n');
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}
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process.stdout.write('💡 Generating portfolio advice...');
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const advice = await new PortfolioAdvisor().advise(holdings, results);
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process.stdout.write(' done\n');
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const reportPath = new FinanceReporter().generate(
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advice as any,
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personalFinance,
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results.marketContext,
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);
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console.log(`\n✅ Finance report: ${reportPath}\n`);
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}
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main().catch((err) => {
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console.error('Failed:', (err as Error).message);
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process.exit(1);
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});
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